Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 15 · EIN 35-0472300 | Recordkeeping | $5,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,389 | $64,612-8.1% | $86,451-31.3% | $64,824-8.4% |
| Participation rate | 71.0% | 81.5%-10.5pp | 80.3%-9.3pp | 71.5%-0.5pp |
| Annual return | -17.90% | 0.66%-18.6pp | 4398.51%-4416.4pp | 32.84%-50.7pp |
| Employer contribution / active EE | $3,672 | $2,744+33.8% | $3,770-2.6% | $2,507+46.5% |
| Participant deferral / active EE | $5,175 | $7,497-31.0% | $6,953-25.6% | $4,311+20.0% |
| Admin fee / account holder | $21 | $169-87.5% | $6,734-99.7% | $188-88.8% |